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Mesirow Financial Investment Management’s Phillips 66 PSX Stock Holding History

Mesirow Financial Investment Management’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.61M Sell
15,456
-15,346
-50% -$2.64M 0.04% 190
2026
Q1 		$5.61M Buy
30,802
+15,696
+104% +$2.46M 0.09% 135
2025
Q4 		$1.95M Sell
15,106
-552
-4% -$74.3K 0.04% 185
2025
Q3 		$2.13M Buy
15,658
+73
+0.5% +$9.35K 0.04% 193
2025
Q2 		$1.86M Sell
15,585
-721
-4% -$80.8K 0.04% 198
2025
Q1 		$2.01M Buy
16,306
+50
+0.3% +$6.16K 0.04% 191
2024
Q4 		$1.85M Sell
16,256
-52
-0.3% -$6.62K 0.04% 196
2024
Q3 		$2.14M Buy
16,308
+124
+0.8% +$16.7K 0.04% 192
2024
Q2 		$2.29M Buy
16,184
+68
+0.4% +$10.1K 0.05% 178
2024
Q1 		$2.63M Buy
16,116
+385
+2% +$55.5K 0.06% 169
2023
Q4 		$2.09M Buy
+15,731
New +$1.88M 0.08% 152

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mesirow Financial Investment Management's PSX Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its Phillips 66 (PSX) stake by 50% in Q2 2026, selling an estimated $2.64M and leaving 15,456 shares worth $2.61M. The position accounts for 0.04% of the portfolio, ranked #190.

Mesirow Financial Investment Management first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.61M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Mesirow Financial Investment Management held 15,456 shares of Phillips 66 worth $2.61M as of Q2 2026.
  • Mesirow Financial Investment Management sold 15,346 Phillips 66 shares in Q2 2026, an estimated $2.64M.
  • Phillips 66 made up 0.04% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #190 holding.
  • Mesirow Financial Investment Management first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • Mesirow Financial Investment Management's Phillips 66 position peaked at $5.61M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.